Drive Wealth Management, LLC holds a diversified book of 459 stocks worth $561.0M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Rli Corp and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1952781/holdings"
Use Arkolith to show DRIVE WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Drive Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $29.3M | 411.3K | 5.2% | ▼−1.0% Reduced · −4K sh | |
| 2 | J P Morgan Exchange Traded F BETABUILDRS US | $27.3M | 202.7K | 4.9% | ▲+20% Added · +34K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $27.2M | 36.4K | 4.9% | ▼−9.1% Reduced · −4K sh | |
| 4 | Nvidia Corporation COM | $20.7M | 103.4K | 3.7% | ▲+5.6% Added · +5K sh | |
| 5 | Apple Inc COM | $18.1M | 62.7K | 3.2% | ▲+6.3% Added · +4K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $14.9M | 249.6K | 2.7% | ▼−1.1% Reduced · −3K sh | |
| 7 | Microsoft Corp COM | $11.3M | 30.4K | 2.0% | ▲+1.9% Added · +563 sh | |
| 8 | Amazon Com Inc COM | $10.1M | 42.5K | 1.8% | ▲+4.3% Added · +2K sh | |
| 9 | Vanguard Index FDS MID CAP ETF | $10.0M | 124.6K | 1.8% | ▲+243% Added · +88K sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $9.5M | 63.7K | 1.7% | ▲+0.8% Added · +515 sh | |
| 11 | Alphabet Inc CAP STK CL A | $9.4M | 26.3K | 1.7% | ▼−0.9% Reduced · −244 sh | |
| 12 | BlackRock ETF Trust II ISHARES AAA CLO | $9.4M | 180.9K | 1.7% | ▲+0.8% Added · +1K sh | |
| 13 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $8.0M | 153.5K | 1.4% | ▲+14% Added · +18K sh | |
| 14 | Simplify Exchange Traded Fun HIGH YIELD ETF | $7.9M | 374.9K | 1.4% | ▼−5.4% Reduced · −22K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $7.3M | 14.5K | 1.3% | ▲+7.0% Added · +948 sh | |
| 16 | Broadcom Inc COM | $6.5M | 17.3K | 1.2% | ▲+7.0% Added · +1K sh | |
| 17 | Morgan Stanley ETF Trust EATO VANC BD ETF | $6.4M | 124.8K | 1.1% | ▲+12% Added · +13K sh | |
| 18 | Micron Technology Inc COM | $6.3M | 5.5K | 1.1% | ▲+3.3% Added · +175 sh | |
| 19 | Alphabet Inc CAP STK CL C | $6.3M | 17.7K | 1.1% | ▲+4.9% Added · +826 sh | |
| 20 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $6.0M | 218.9K | 1.1% | ▲+12% Added · +24K sh | |
| 21 | Caterpillar Inc COM | $5.9M | 5.6K | 1.1% | ▲+3.8% Added · +204 sh | |
| 22 | Tesla Inc COM | $5.8M | 13.8K | 1.0% | ▲+7.9% Added · +1K sh | |
| 23 | Meta Platforms Inc CL A | $5.6M | 9.9K | 1.0% | ▼−1.9% Reduced · −188 sh | |
| 24 | Ishares TR EAFE VALUE ETF | $5.3M | 69.3K | 0.9% | ▲+0.3% Added · +238 sh | |
| 25 | Goldman Sachs ETF TR ACTIVEBETA INT | $4.5M | 98.3K | 0.8% | ▼−1.1% Reduced · −1K sh | |
| 26 | Exxon Mobil Corp COM | $4.4M | 32.4K | 0.8% | ▲+6.2% Added · +2K sh | |
| 27 | Advanced Micro Devices Inc COM | $4.3M | 7.4K | 0.8% | ▲+2.1% Added · +155 sh | |
| 28 | Goldman Sachs ETF TR MARKETBETA INTL | $4.1M | 54.8K | 0.7% | ▼−1.0% Reduced · −566 sh | |
| 29 | Vanguard Index FDS TOTAL STK MKT | $4.1M | 11.1K | 0.7% | ▼−6.4% Reduced · −758 sh | |
| 30 | Ishares TR TRS FLT RT BD | $4.0M | 78.9K | 0.7% | ▲+13% Added · +9K sh | |
| 31 | Eli Lilly & Co COM | $3.7M | 3.1K | 0.7% | ▲+4.3% Added · +128 sh | |
| 32 | Walmart Inc COM | $3.6M | 31.9K | 0.6% | ▲+9.4% Added · +3K sh | |
| 33 | Dimensional ETF Trust EMER MARK SU ETF | $3.6M | 72.7K | 0.6% | ▼−2.3% Reduced · −2K sh | |
| 34 | JPMorgan Chase & Co COM | $3.4M | 10.4K | 0.6% | ▲+9.8% Added · +929 sh | |
| 35 | Visa Inc COM CL A | $2.9M | 8.4K | 0.5% | ▲+9.9% Added · +757 sh | |
| 36 | Vanguard Index FDS S&P 500 ETF SHS | $2.9M | 4.2K | 0.5% | ▲+9.4% Added · +362 sh | |
| 37 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.8M | 44.8K | 0.5% | ▲+5.7% Added · +2K sh | |
| 38 | BlackRock ETF Trust ISHARES US LARG | $2.7M | 80.7K | 0.5% | ▲+3.8% Added · +3K sh | |
| 39 | Invesco Exch Traded FD TR II RAFI DVLPD MRKTS | $2.7M | 35.5K | 0.5% | ▼−2.2% Reduced · −799 sh | |
| 40 | Wisdomtree TR EM EX ST-OWNED | $2.6M | 53.0K | 0.5% | ▼−3.8% Reduced · −2K sh | |
| 41 | Applied Matls Inc COM | $2.5M | 3.5K | 0.4% | ▲+2.9% Added · +96 sh | |
| 42 | Dimensional ETF Trust INTL HIGH PROFIT | $2.4M | 71.3K | 0.4% | ▼−2.5% Reduced · −2K sh | |
| 43 | Crowdstrike Hldgs Inc CL A | $2.3M | 3.0K | 0.4% | ▼−0.6% Reduced · −17 sh | |
| 44 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $2.3M | 81.6K | 0.4% | ▼−1.3% Reduced · −1K sh | |
| 45 | Cisco Sys Inc COM | $2.2M | 18.6K | 0.4% | ▲+3.4% Added · +620 sh | |
| 46 | Costco Wholesale Corporation COM | $2.2M | 2.3K | 0.4% | ▲+2.5% Added · +57 sh | |
| 47 | Ishares TR CORE DIV GRWTH | $2.1M | 28.2K | 0.4% | ▲+0.1% Added · +42 sh | |
| 48 | Lam Research Corp COM NEW | $2.1M | 4.9K | 0.4% | ▲+5.8% Added · +267 sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.1M | 4.3K | 0.4% | ▼−0.6% Reduced · −28 sh | |
| 50 | Intel Corp COM | $2.0M | 14.6K | 0.4% | ▲+4.8% Added · +671 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 880 | $561.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 710 | $473.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 703 | $512.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 358 | $471.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 346 | $456.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 586 | $425.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 342 | $408.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 571 | $384.1M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.